Investment Specialist, BMO Investorline

This position is posted by Jobgether on behalf of a partner company. We are currently looking for an Investment Specialist, BMO Investorline in Canada.

This role offers an opportunity to support clients in achieving their financial and investment goals through tailored advice and solutions in a fast-paced, client-focused environment. You will engage directly with customers to understand their investment needs, provide guidance on wealth-building strategies, and recommend suitable investment products. The position requires strong communication skills and a proactive approach to identifying opportunities that enhance the client experience. You will operate within a regulated financial environment where compliance, accuracy, and ethical decision-making are essential. Working remotely, you will be part of a collaborative team that values performance, learning, and customer trust. This is a dynamic role for individuals passionate about financial markets and client success.

Accountabilities:

• Deliver investment-related sales and service support by understanding client goals and recommending appropriate wealth and investment solutions.
• Engage with customers through inbound and outbound interactions to identify opportunities that enhance their financial outcomes.
• Achieve sales targets while maintaining a strong focus on compliance, customer needs, and product suitability.
• Manage client transactions, documentation, and follow-ups accurately in accordance with established procedures.
• Stay informed on market trends, investment products, and regulatory requirements to support informed client conversations.
• Refer complex cases or cross-functional opportunities to appropriate internal teams when necessary.
• Identify and escalate suspicious or high-risk activity in compliance with financial crime prevention standards.

Requirements:

• 2–3 years of experience in financial services, banking, investment support, or client advisory roles.
• Post-secondary education in business, finance, economics, or a related field is preferred, or equivalent experience.
• Knowledge of investment products, financial markets, and wealth management principles.
• Canadian Securities Course (CSC) completion and/or CIRO licensing preferred, with willingness to complete additional required certifications.
• Strong understanding of compliance, risk management, and regulatory frameworks in the financial sector.
• Excellent verbal and written communication skills, with additional language proficiency (Mandarin or Cantonese) considered an asset.
• Strong analytical thinking, problem-solving abilities, and attention to detail.
• Highly organized, customer-focused, and able to work effectively in a structured, performance-driven environment.

Benefits:

• Competitive base salary ranging from $38,500 to $71,000 CAD, with potential for commission-based earnings depending on role structure.
• Performance-based incentives, discretionary bonuses, and total rewards programs.
• Comprehensive health, dental, and life insurance coverage.
• Retirement savings plans and financial wellbeing support.
• Tuition reimbursement and ongoing learning and development opportunities.
• Flexible remote work arrangement with structured working hours (8:00 AM – 6:00 PM EST, Monday to Friday).
• Inclusive, collaborative work culture focused on growth and professional development.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1